---
title: "BE stock slips after record quarter – but one market strategist sees 'speed-to-power' edge in AI race"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294305086.md"
description: "BE stock declined despite a record Q2 with $0.78 EPS and $1.07B revenue. However, Futrum Equities strategist Shay Boloor added BE to his portfolio, citing Bloom Energy's 'speed-to-power' advantage in meeting growing AI energy demand as a key competitive edge."
datetime: "2026-07-30T05:22:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294305086.md)
  - [en](https://longbridge.com/en/news/294305086.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294305086.md)
generator: "portal-rs"
---

# BE stock slips after record quarter – but one market strategist sees 'speed-to-power' edge in AI race

・Shay Boloor, chief market strategist at Futrum Equities, said in a post on X that he had added BE stock to his Family Portfolio due to “Bloom’s speed-to-power a massive advantage” amid the growing AI power demand. ・The fuel-cell-based energy provider on Tuesday reported earnings of $0.78 per share on revenue of $1.07 billion for Q2, surpassing Wal...

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**